EWM
Elevatus Welath Management Portfolio holdings
AUM
$300M
This Quarter Return
+24.1%
1 Year Return
+40.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
+$300M
(+70%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
37%
Top 10 Holdings %
Top 10 Hldgs %
44.4%
Holding
135
New
31
Increased
34
Reduced
32
Closed
22
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$22.4M |
| 2 |
Meta Platforms (Facebook)
META
|
$12.4M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$10.3M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$9.58M |
| 5 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$9.52M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$17.2M |
| 2 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
$15.7M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$10.1M |
| 4 |
TransDigm Group
TDG
|
$9.75M |
| 5 |
SPDR Gold Trust
GLD
|
$6.09M |
Sector Composition
| 1 | Technology | 21.38% |
| 2 | Communication Services | 9.3% |
| 3 | Industrials | 6.41% |
| 4 | Financials | 5.49% |
| 5 | Consumer Discretionary | 4.89% |
